# Rate Cut Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Rate Cut", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Macro Outlook This Week: The Decisive Battle Over the Fed's "Hawkish Rate Cut," A Crucial Test for the AI Narrative

This week (Dec 9-15) is dominated by two major themes: the Federal Reserve's final rate decision of the year and key developments in AI. The Fed is widely expected to cut rates by 25 basis points. The real focus, however, is on whether the move is accompanied by a "hawkish" tone. The central bank may signal a more cautious path for future cuts in 2025 to manage internal dissent and inflation concerns. The market's reaction is uncertain: it could either heed this warning (pressuring tech stocks and crypto) or ignore it, choosing instead to focus on anticipated aggressive easing under the incoming Trump administration—a scenario known as the "Hassett Trade." Concurrently, the AI narrative faces critical tests. Rumors suggest OpenAI may surprise-launch its GPT-5.2 model early, which could significantly boost sentiment across tech and crypto AI tokens. Furthermore, earnings reports from key AI infrastructure firms Broadcom and Oracle will serve as a crucial barometer for the strength of AI-related capital expenditure. Investors are warned of extreme volatility, particularly due to reduced liquidity from early market closures on Wednesday and a full U.S. market holiday on Thursday. The core events are the FOMC decision, updated economic projections (dot plot), and Chair Powell's press conference at 03:00 GMT on Thursday, followed by Broadcom's earnings. The advice is to reduce leverage ahead of this high-stakes volatility.

marsbitHace 2 días 06:59

Macro Outlook This Week: The Decisive Battle Over the Fed's "Hawkish Rate Cut," A Crucial Test for the AI Narrative

marsbitHace 2 días 06:59

Fed Rate Cut Tonight Almost Certain, This Meeting More Like a 'Political Pressure Test'!

This week's Federal Reserve policy meeting is set to be one of the most contentious in recent years. With key economic data missing due to a 43-day U.S. government shutdown, the meeting has evolved into a stress test of the Fed’s independence and decision-making process. Market expectations for a rate cut have surged from 30% to 97%, reflecting both data uncertainty and growing political influence. Internally, the Fed is deeply divided, with a 4-4 split among key officials between holding rates and cutting. The dot plot shows a rare "bimodal distribution," with 7 officials favoring no change and 8 supporting a 50-basis-point cut. Doves point to a weakening labor market—unemployment rose to 4.3% in August, a four-year high—while hawks emphasize persistent inflation, with core PCE at 2.7%, above the 2% target. Political pressure has intensified, notably through appointments like Stephen Milan, who voted for a deeper cut just one day into his role, aligning with former President Trump’s public demands. The upcoming Fed leadership transition adds further uncertainty, as officials may be positioning for future roles. Amid data gaps and political interference, the Fed faces a complex risk-management dilemma: balancing concerns over slowing employment against inflation risks and soaring government debt interest costs. Communication challenges are heightened by internal divisions, forcing the Fed to rely more on high-frequency and alternative data. This meeting may mark a shift toward a new monetary policy framework where data scarcity and political pressure become persistent challenges to the Fed’s independence.

marsbitHace 20 hora(s)

Fed Rate Cut Tonight Almost Certain, This Meeting More Like a 'Political Pressure Test'!

marsbitHace 20 hora(s)

活动图片